Envestnet Company Profile (NYSE:ENV)

About Envestnet (NYSE:ENV)

Envestnet, Inc. is a provider of financial and wealth management technology and services to financial advisors, investors and financial service providers. The Company's segments are Envestnet and Envestnet Yodlee. Its Envestnet segment provides unified wealth management software and services empowering financial advisors and institutions. Its Envestnet Yodlee segment is a data aggregation and data analytics platform. Its services and related technology are provided through Envestnet's wealth management software, Envestnet PMC, Envestnet Tamarac, Vantage Reporting Solution, Envestnet WMS, Envestnet Placemark, Envestnet Retirement Solutions, Envestnet Yodlee and Envestnet Finance Logix. It operates Registered Investment Advisors (RIAs) and a registered broker-dealer. Its centrally-hosted technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, and research and due diligence.

Industry, Sector and Symbol:

Sector: Business Services
Industry: Enterprise Software
Sub-Industry: Internet Software & Services
Symbol: NYSE:ENV
CUSIP: 29404K10
Web: www.envestnet.com

Capitalization:

Market Cap: $1.88 billion
Outstanding Shares: 44,020,000

Average Prices:

50 Day Moving Avg: $40.03
200 Day Moving Avg: $37.02
52 Week Range: $30.80 - $45.17

P/E:

Trailing P/E Ratio: N/A
Foreward P/E Ratio: 25.78
P/E Growth: 1.67

Sales & Book Value:

Annual Revenue: $629.84 million
Price / Sales: 2.99
Book Value: $9.15 per share
Price / Book: 4.68

Profitability:

EBIDTA: $56.65 million
Net Margins: -8.93%
Return on Equity: 7.78%
Return on Assets: 3.75%

Debt:

Debt-to-Equity Ratio: 0.55%
Current Ratio: 0.61%
Quick Ratio: 0.61%

Misc:

Average Volume: 233,325 shs.
Beta: 1.78
Short Ratio: 11.97

Frequently Asked Questions for Envestnet (NYSE:ENV)

What is Envestnet's stock symbol?

Envestnet trades on the New York Stock Exchange (NYSE) under the ticker symbol "ENV."

How were Envestnet's earnings last quarter?

Envestnet, Inc (NYSE:ENV) released its quarterly earnings data on Tuesday, August, 8th. The company reported $0.17 earnings per share for the quarter, missing the Thomson Reuters' consensus estimate of $0.18 by $0.01. The business had revenue of $167.50 million for the quarter, compared to the consensus estimate of $164.04 million. Envestnet had a negative net margin of 8.93% and a positive return on equity of 7.78%. The company's revenue for the quarter was up 18.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.21 EPS. View Envestnet's Earnings History.

When will Envestnet make its next earnings announcement?

Envestnet is scheduled to release their next quarterly earnings announcement on Monday, November, 6th 2017. View Earnings Estimates for Envestnet.

What guidance has Envestnet issued on next quarter's earnings?

Envestnet issued an update on its third quarter earnings guidance on Tuesday, August, 8th. The company provided earnings per share (EPS) guidance of $0.35 for the period, compared to the Thomson Reuters consensus EPS estimate of $0.34. The company issued revenue guidance of $170-172, compared to the consensus revenue estimate of $167.52 million.

Where is Envestnet's stock going? Where will Envestnet's stock price be in 2017?

6 equities research analysts have issued 12-month target prices for Envestnet's shares. Their predictions range from $40.00 to $52.00. On average, they anticipate Envestnet's share price to reach $46.00 in the next year. View Analyst Ratings for Envestnet.

What are analysts saying about Envestnet stock?

Here are some recent quotes from research analysts about Envestnet stock:

1. According to Zacks Investment Research, "Envestnet, Inc. is an independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. The Company's technology platform allows financial advisors to provide their clients with a wide range of investment solutions and services. It offers risk assessment and selection of investment strategies, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to a range of third-party asset custodians. Envestnet focuses its technology development efforts and its sales and marketing approach on addressing financial advisors' front, middle and back office needs. Envestnet, Inc. is headquartered in Chicago, Illinois. " (8/14/2017)
2. Jefferies Group LLC analysts commented, "2017 revenue guidance was a bit weaker than we expected as mgmt. struck a somewhat cautious tone with regard to the near-term opportunity. Although adjusted EBITDA held up well, net/net, consensus numbers are likely biased downward. If we dig deeper, fundamentals more-or-less look intact longerterm. We view any potential stock weakness as a buying opportunity." (3/24/2017)

Who are some of Envestnet's key competitors?

Some companies that are related to Envestnet include RealPage (RP), Ringcentral (RNG), Ellie Mae (ELLI), HubSpot (HUBS), The Descartes Systems Group (DSGX), Ebix (EBIX), Luxoft Holding (LXFT), Q2 Holdings (QTWO), MicroStrategy Incorporated (MSTR), AppFolio (APPF), Talend SA (TLND), Varonis Systems (VRNS), Mitel Networks Corporation (MITL), Instructure (INST), Benefitfocus (BNFT), Workiva (WK), PROS Holdings (PRO) and Fidessa Group plc (FDSA).

Who are Envestnet's key executives?

Envestnet's management team includes the folowing people:

Judson T. Bergman, Chairman of the Board, Chief Executive Officer
William C. Crager, President
Anil Arora, Vice Chairman of the Board
Peter H. D'Arrigo, Chief Financial Officer
Joshua David Mayer, Chief Operating Officer
Scott Grinis, Chief Technology Officer
Brandon R. Thomas, Chief Investment Officer
Shelly O'Brien, Chief Legal Officer, General Counsel, Corporate Secretary
Luis A. Aguilar, Independent Director
Ross K. Chapin, Independent Director

Who owns Envestnet stock?

Envestnet's stock is owned by a number of of institutional and retail investors. Top institutional shareholders include Janus Henderson Group PLC (9.13%), Vanguard Group Inc. (7.88%), BlackRock Inc. (6.08%), TimesSquare Capital Management LLC (4.66%), Wasatch Advisors Inc. (4.51%) and Van Berkom & Associates Inc. (3.77%). Company insiders that own Envestnet stock include Anil Arora, Brandon Thomas, Charles Roame, Gayle A Crowell, Joshua Mayer, Judson Bergman, Peter D'arrigo, Scott D Grinis, Shelly O'brien and William Crager. View Institutional Ownership Trends for Envestnet.

Who sold Envestnet stock? Who is selling Envestnet stock?

Envestnet's stock was sold by a variety of institutional investors in the last quarter, including Ameriprise Financial Inc., Franklin Resources Inc., TimesSquare Capital Management LLC, King Luther Capital Management Corp, Parametric Portfolio Associates LLC, Goldman Sachs Group Inc., DF Dent & Co. Inc. and Tiverton Asset Management LLC. Company insiders that have sold Envestnet stock in the last year include Anil Arora, Gayle A Crowell, Joshua Mayer, Judson Bergman, Peter D'arrigo, Scott D Grinis, Shelly O'brien and William Crager. View Insider Buying and Selling for Envestnet.

Who bought Envestnet stock? Who is buying Envestnet stock?

Envestnet's stock was acquired by a variety of institutional investors in the last quarter, including Janus Henderson Group PLC, Royal Bank of Canada, Cramer Rosenthal Mcglynn LLC, Vanguard Group Inc., Summit Creek Advisors LLC, Tygh Capital Management Inc., Van Berkom & Associates Inc. and Russell Investments Group Ltd.. Company insiders that have bought Envestnet stock in the last two years include Charles Roame, Gayle A Crowell and Judson Bergman. View Insider Buying and Selling for Envestnet.

How do I buy Envestnet stock?

Shares of Envestnet can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

What is Envestnet's stock price today?

One share of Envestnet stock can currently be purchased for approximately $42.80.

MarketBeat Community Rating for Envestnet (NYSE ENV)

Community Ranking:		2.3 out of 5 ( )
Outperform Votes:		141 (Vote Outperform)
Underperform Votes:		169 (Vote Underperform)
Total Votes:		310

MarketBeat's community ratings are surveys of what our community members think about Envestnet and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Consensus Ratings for Envestnet (NYSE:ENV) (How are Consensus Ratings Calculated?)

Ratings Breakdown:	2 Hold Ratings, 4 Buy Ratings
Consensus Rating:	Buy (Score: 2.67)
Consensus Price Target:	$46.00 (7.48% upside)

Analysts' Ratings History for Envestnet (NYSE:ENV)

Show:

Date	Firm	Action	Rating	Price Target	Impact on Share Price
8/10/2017	Stifel Nicolaus	Reiterated Rating	Buy	$45.00 -> $52.00	High
8/9/2017	Raymond James Financial, Inc.	Boost Price Target	Buy	$44.00 -> $48.00	High
7/14/2017	Jefferies Group LLC	Reiterated Rating	Buy	$48.00	Low
7/6/2017	DA Davidson	Initiated Coverage	Neutral	$42.00	High
6/28/2017	William Blair	Reiterated Rating	Buy		Low
5/11/2017	Royal Bank Of Canada	Reiterated Rating	Hold	$40.00	Medium
8/9/2016	Avondale Partners	Downgrade	Outperform -> Market Perform		N/A
6/23/2016	JMP Securities	Reiterated Rating	Buy	$36.00 -> $9.50	N/A
2/29/2016	J P Morgan Chase & Co	Lower Price Target	Market Outperform	$60.00 -> $36.00	N/A
2/26/2016	Northland Securities	Lower Price Target	Outperform	$45.00 -> $35.00	N/A

(Data available from 8/22/2015 forward)

Earnings History for Envestnet (NYSE:ENV)

Earnings by Quarter for Envestnet (NYSE:ENV)

Earnings History by Quarter for Envestnet (NYSE ENV)

Date	Quarter	Consensus Estimate	Actual EPS	Revenue Estimate	Actual Revenue	Release Link	Conference Call
11/6/2017		$0.35					N/A
8/8/2017	Q2 2017	$0.18	$0.17	$164.04 million	$167.50 million	View	Listen
5/10/2017	Q1 2017	$0.24	$0.25	$155.56 million	$157.80 million	View	N/A
3/23/2017	Q4	$0.31	$0.32	$154.52 million	$156.00 million	View	N/A
11/7/2016	Q316	$0.26	$0.28	$147.01 million	$149.20 million	View	Listen
8/8/2016	Q216	$0.20	$0.21	$139.12 million	$141.70 million	View	N/A
5/5/2016	Q116	$0.15	$0.18	$132.00 million	$132.00 million	View	Listen
2/25/2016	Q415	$0.23	$0.28	$115.94 million	$118.60 million	View	Listen
11/9/2015	Q315	$0.25	$0.25	$103.18 million	$103.40 million	View	Listen
8/10/2015	Q215	$0.23	$0.24	$102.07 million	$102.70 million	View	Listen
5/7/2015	Q115	$0.22	$0.22	$97.24 million	$96.50 million	View	Listen
2/26/2015	Q414	$0.22	$0.23	$96.68 million	$96.80 million	View	Listen
11/6/2014	Q314	$0.19	$0.21	$86.70 million	$88.60 million	View	Listen
8/6/2014	Q214	$0.17	$0.18	$81.76 million	$84.80 million	View	Listen
5/8/2014	Q114	$0.15	$0.17	$77.64 million	$78.50 million	View	Listen
2/20/2014	Q413	$0.15	$0.15	$74.14 million	$74.40 million	View	Listen
11/6/2013	Q313	$0.14	$0.14	$69.27 million	$69.90 million	View	Listen
8/8/2013	Q2 2013	$0.13	$0.13	$51.21 million	$51.63 million	View	Listen
2/14/2013	Q4 2012	$0.10	$0.10	$43.90 million	$44.60 million	View	Listen
11/8/2012	Q312	$0.08	$0.02	$40.96 million	$42.30 million	View	N/A
8/8/2012		$0.05	$0.07			View	N/A
5/9/2012		$0.06	$0.07			View	N/A
2/23/2012		$0.08	$0.11			View	N/A
11/8/2011		$0.10	$0.11			View	N/A
8/9/2011		$0.10	$0.07			View	N/A
2/10/2011		$0.07	$0.07			View	N/A

(Data available from 1/1/2011 forward)

Earnings Estimates for Envestnet (NYSE:ENV)

2017 EPS Consensus Estimate: $1.03

Quarter	Number of Estimates	Low Estimate	High Estimate	Average Estimate
Q1 2017	1	$0.21	$0.21	$0.21
Q2 2017	1	$0.25	$0.25	$0.25
Q3 2017	1	$0.28	$0.28	$0.28
Q4 2017	1	$0.29	$0.29	$0.29

(Data provided by Zacks Investment Research)

Dividend History for Envestnet (NYSE:ENV)
No dividend announcements for this company have been tracked by MarketBeat.com

Insider Trading and Institutional Ownership History for Envestnet (NYSE:ENV)

Insider Ownership Percentage: 5.58%

Institutional Ownership by Quarter for Envestnet (NYSE:ENV)

Insider Trades by Quarter for Envestnet (NYSE:ENV)

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction
8/11/2017	Charles Roame	Director	Buy	238	$43.06	$10,248.28
8/1/2017	Gayle A Crowell	Director	Sell	746	$39.20	$29,243.20
7/24/2017	Anil Arora	Insider	Sell	8,980	$40.00	$359,200.00
7/3/2017	Gayle A Crowell	Director	Sell	746	$39.80	$29,690.80
6/28/2017	Peter D'arrigo	CFO	Sell	7,500	$39.20	$294,000.00
6/28/2017	Scott D Grinis	Insider	Sell	15,000	$39.21	$588,150.00
6/2/2017	Gayle A Crowell	Director	Buy	2,238	$37.50	$83,925.00
5/31/2017	Charles Roame	Director	Buy	1,473	$35.38	$52,114.74
5/15/2017	Charles Roame	Director	Buy	257	$35.98	$9,246.86
4/25/2017	Shelly O'brien	Insider	Sell	1,000	$35.00	$35,000.00
4/3/2017	Shelly O'brien	Insider	Sell	9,403	$32.32	$303,904.96
4/3/2017	William Crager	President	Sell	2,352	$32.32	$76,016.64
3/31/2017	Judson Bergman	CEO	Buy	1,000	$32.40	$32,400.00
3/28/2017	Charles Roame	Director	Buy	276	$31.25	$8,625.00
3/27/2017	William Crager	President	Sell	2,500	$31.33	$78,325.00
3/20/2017	William Crager	President	Sell	2,500	$34.64	$86,600.00
3/6/2017	William Crager	President	Sell	2,500	$36.65	$91,625.00
3/3/2017	Anil Arora	Director	Sell	1,100	$37.50	$41,250.00
3/2/2017	Anil Arora	Director	Sell	4,300	$37.26	$160,218.00
3/1/2017	Gayle A Crowell	Director	Sell	746	$39.00	$29,094.00
3/1/2017	Shelly O'brien	Insider	Sell	4,500	$38.97	$175,365.00
2/13/2017	William Crager	President	Sell	2,500	$37.96	$94,900.00
2/6/2017	William Crager	President	Sell	2,500	$37.94	$94,850.00
2/1/2017	Gayle A Crowell	Director	Sell	746	$37.80	$28,198.80
2/1/2017	Shelly O'brien	Insider	Sell	4,500	$37.95	$170,775.00
1/30/2017	William Crager	President	Sell	2,500	$780.16	$1,950,400.00
1/25/2017	Anil Arora	Director	Sell	8,208	$37.50	$307,800.00
1/23/2017	William Crager	President	Sell	2,500	$36.72	$91,800.00
1/18/2017	Anil Arora	Director	Sell	3,431	$37.04	$127,084.24
1/17/2017	William Crager	President	Sell	2,500	$36.60	$91,500.00
1/13/2017	Gayle A Crowell	Director	Sell	746	$37.50	$27,975.00
1/9/2017	William Crager	President	Sell	2,500	$36.72	$91,800.00
1/3/2017	Shelly O'brien	Insider	Sell	4,500	$35.45	$159,525.00
1/3/2017	William Crager	President	Sell	2,500	$35.00	$87,500.00
12/29/2016	Joshua Mayer	COO	Sell	2,439	$35.60	$86,828.40
12/27/2016	William Crager	President	Sell	2,500	$35.33	$88,325.00
12/19/2016	William Crager	President	Sell	2,500	$36.30	$90,750.00
12/15/2016	Gayle A Crowell	Director	Sell	746	$37.50	$27,975.00
12/5/2016	Anil Arora	Director	Sell	840	$35.00	$29,400.00
12/1/2016	Shelly O'brien	Insider	Sell	4,500	$35.86	$161,370.00
11/17/2016	Gayle A Crowell	Director	Sell	746	$37.50	$27,975.00
11/14/2016	Judson Bergman	CEO	Sell	27,031	$35.50	$959,600.50
11/10/2016	Charles Roame	Director	Buy	250	$33.65	$8,412.50
11/8/2016	Judson Bergman	CEO	Sell	12,969	$34.74	$450,543.06
11/4/2016	William Crager	President	Sell	12,954	$33.89	$439,011.06
11/2/2016	William Crager	President	Sell	10,000	$34.79	$347,900.00
11/1/2016	Shelly O'brien	Insider	Sell	4,500	$35.15	$158,175.00
11/1/2016	William Crager	President	Sell	20,000	$35.24	$704,800.00
10/31/2016	William Crager	President	Sell	20,000	$34.97	$699,400.00
10/24/2016	Judson Bergman	CEO	Sell	20,000	$37.31	$746,200.00
10/17/2016	Judson Bergman	CEO	Sell	20,000	$35.52	$710,400.00
10/10/2016	Judson Bergman	CEO	Sell	7,541	$36.95	$278,639.95
10/3/2016	Judson Bergman	CEO	Sell	20,000	$36.28	$725,600.00
10/3/2016	Shelly O'brien	Insider	Sell	4,500	$36.25	$163,125.00
9/26/2016	Judson Bergman	CEO	Sell	20,000	$38.33	$766,600.00
9/23/2016	Scott D Grinis	Insider	Sell	12,000	$39.16	$469,920.00
9/2/2016	Anil Arora	Director	Sell	2,520	$40.33	$101,631.60
9/2/2016	Shelly O'brien	Insider	Sell	5,500	$39.72	$218,460.00
8/11/2016	Charles Roame	Director	Buy	238	$37.58	$8,944.04
8/4/2016	Shelly O'brien	Insider	Sell	1,000	$40.00	$40,000.00
8/3/2016	Anil Arora	Director	Sell	4,900	$40.00	$196,000.00
8/1/2016	Shelly O'brien	Insider	Sell	4,500	$38.00	$171,000.00
7/26/2016	Anil Arora	Director	Sell	1,750	$37.50	$65,625.00
7/8/2016	Shelly O'brien	Insider	Sell	1,000	$35.00	$35,000.00
7/1/2016	Shelly O'brien	Insider	Sell	3,500	$33.64	$117,740.00
6/17/2016	Peter D'arrigo	CFO	Sell	12,294	$35.68	$438,649.92
6/6/2016	Anil Arora	Director	Sell	3,150	$37.50	$118,125.00
6/2/2016	Anil Arora	Director	Sell	5,250	$35.20	$184,800.00
6/2/2016	Shelly O'brien	Insider	Sell	8,000	$33.86	$270,880.00
5/10/2016	Charles Roame	Director	Buy	3,428	$31.73	$108,770.44
3/2/2016	Charles Roame	Director	Buy	400	$20.60	$8,240.00
12/29/2015	Brandon Thomas	CIO	Sell	62,000	$30.41	$1,885,420.00
11/30/2015	Anil Arora	Director	Sell	10,000	$32.50	$325,000.00
11/27/2015	Anil Arora	Director	Sell	50,000	$31.46	$1,573,000.00
9/29/2015	Brandon Thomas	CIO	Sell	6,775	$30.01	$203,317.75
9/25/2015	William Crager	President	Sell	32,704	$32.06	$1,048,490.24
9/14/2015	William Crager	President	Sell	1,333	$30.02	$40,016.66
8/14/2015	William Crager	President	Sell	1,633	$35.00	$57,155.00
8/13/2015	Gregory A Smith	Director	Buy	1,000	$34.84	$34,840.00
7/14/2015	William Crager	President	Sell	7,333	$43.02	$315,465.66
7/9/2015	Shelly O'brien	Insider	Sell	2,000	$45.00	$90,000.00
6/30/2015	Judson Bergman	CEO	Sell	20,000	$40.58	$811,600.00
6/29/2015	Peter D'arrigo	CFO	Sell	10,000	$41.62	$416,200.00
6/19/2015	Brandon Thomas	CIO	Sell	20,358	$42.26	$860,329.08
6/15/2015	Brandon Thomas	CIO	Sell	32,500	$43.12	$1,401,400.00
6/15/2015	William Crager	President	Sell	7,333	$42.87	$314,365.71
5/21/2015	William Crager	President	Sell	3,000	$45.32	$135,960.00
5/14/2015	William Crager	President	Sell	7,333	$44.42	$325,731.86
4/14/2015	William Crager	President	Sell	13,333	$55.24	$736,514.92
4/1/2015	Judson Bergman	CEO	Sell	30,000	$54.77	$1,643,100.00
4/1/2015	Shelly O'brien	Insider	Sell	2,000	$54.69	$109,380.00
3/27/2015	Scott D Grinis	CTO	Sell	10,000	$55.83	$558,300.00
3/26/2015	Yves Sisteron	Director	Sell	43,832	$54.90	$2,406,376.80
3/23/2015	Yves Sisteron	Director	Sell	53,437	$57.17	$3,054,993.29
3/16/2015	Shelly O'brien	Insider	Sell	500	$55.00	$27,500.00
3/13/2015	William Crager	President	Sell	13,333	$53.54	$713,848.82
3/10/2015	Gregory A Smith	Director	Buy	1,000	$52.17	$52,170.00
12/1/2014	Judson Bergman	CEO	Sell	45,000	$49.86	$2,243,700.00
11/14/2014	William Crager	President	Sell	13,333	$54.22	$722,915.26
11/7/2014	Judson Bergman	CEO	Sell	10,000	$50.00	$500,000.00
11/7/2014	William Crager	President	Sell	3,000	$46.67	$140,010.00
11/4/2014	Judson Bergman	CEO	Sell	45,000	$44.30	$1,993,500.00
10/15/2014	William Crager	President	Sell	4,333	$38.74	$167,860.42
10/14/2014	Judson Bergman	CEO	Sell	25,000	$39.06	$976,500.00
10/13/2014	Judson Bergman	CEO	Sell	19,044	$38.76	$738,145.44
9/29/2014	Yves Sisteron	Director	Sell	27,917	$44.57	$1,244,260.69
8/18/2014	Joshua Mayer	COO	Sell	1,500	$46.20	$69,300.00
8/13/2014	Peter D'arrigo	CFO	Sell	9,063	$46.89	$424,964.07
8/11/2014	Charles Roame	Director	Buy	162	$45.71	$7,405.02
8/11/2014	Shelly O'brien	General Counsel	Sell	5,000	$46.00	$230,000.00
7/1/2014	Shelly O'brien	General Counsel	Sell	5,000	$48.95	$244,750.00
6/5/2014	Shelly O'brien	General Counsel	Sell	10,000	$41.04	$410,400.00
3/24/2014	William Crager	President	Sell	3,165	$42.83	$135,556.95
3/21/2014	Scott Grinis	CTO	Sell	18,000	$45.26	$814,680.00
10/11/2013	Aos Partners, Lp	major shareholder	Sell	4,201,997	$29.25	$122,908,412.25
10/11/2013	Judson Bergman	CEO	Sell	35,000	$29.25	$1,023,750.00
10/11/2013	Paul Koontz	Director	Sell	384,393	$29.25	$11,243,495.25
10/11/2013	Scott Grinis	CTO	Sell	10,000	$29.25	$292,500.00
10/11/2013	Shelly O'brien	General Counsel	Sell	20,000	$29.25	$585,000.00
10/11/2013	William Crager	President	Sell	15,000	$29.25	$438,750.00
8/22/2013	Brandon Thomas	CIO	Sell	1,000	$27.93	$27,930.00
8/8/2013	Brandon Thomas	CIO	Sell	1,000	$26.30	$26,300.00
7/25/2013	Brandon Thomas	CIO	Sell	1,000	$25.80	$25,800.00
7/11/2013	Brandon Thomas	CIO	Sell	1,000	$28.56	$28,560.00
6/27/2013	Brandon Thomas	CIO	Sell	1,000	$23.97	$23,970.00
6/18/2013	Brandon Thomas	CIO	Sell	1,000	$25.08	$25,080.00
12/27/2012	Brandon Thomas	CIO	Sell	1,000	$13.53	$13,530.00
11/1/2012	Brandon Thomas	CIO	Sell	1,000	$13.90	$13,900.00
10/4/2012	Brandon Thomas	CIO	Sell	1,000	$12.25	$12,250.00
9/5/2012	Paul G Koontz	Director	Sell	29,518	$11.59	$342,113.62

(Data available from 1/1/2013 forward)

Headline Trends for Envestnet (NYSE:ENV) Latest Headlines for Envestnet (NYSE:ENV)

Source:

Date	Headline
	LPL Financial Rides Higher on New Acquisition finance.yahoo.com - August 16 at 4:01 PM
	Insider Buying: Envestnet, Inc (ENV) Director Buys 238 Shares of Stock www.americanbankingnews.com - August 15 at 8:44 PM
	Envestnet \| Tamarac Enhances Integration with TD Ameritrade Institutional's Veo One® Platform with Contextual Single Sign-On Capability finance.yahoo.com - August 15 at 7:02 PM
	Envestnet, Inc. :ENV-US: Earnings Analysis: Q2, 2017 By the Numbers : August 14, 2017 finance.yahoo.com - August 14 at 11:44 PM
	Envestnet, Inc (ENV) Rating Lowered to Hold at Zacks Investment Research www.americanbankingnews.com - August 14 at 10:34 PM
	See what the IHS Markit Score report has to say about Envestnet Inc. finance.yahoo.com - August 12 at 5:38 PM
	Envestnet, Inc (NYSE:ENV) Receives Consensus Rating of "Buy" from Analysts www.americanbankingnews.com - August 12 at 2:56 AM
	Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet \| Tamarac Advisor View™ Portfolio Management Application finance.yahoo.com - August 11 at 6:47 PM
	Envestnet, Inc Expected to Post Q4 2017 Earnings of $0.29 Per Share (NYSE:ENV) www.americanbankingnews.com - August 11 at 1:04 PM
	Envestnet (ENV) Worth a Look: Stock Adds 6.6% in Session www.nasdaq.com - August 10 at 7:35 PM
	Envestnet Inc. (ENV) Rose To A New High After Q2 Report www.rttnews.com - August 10 at 7:35 PM
	Envestnet (ENV) Presents At UBS Investment Bank Financial Services Conference - Slideshow seekingalpha.com - August 10 at 7:35 PM
	Envestnet, Inc (NYSE:ENV) Issues Earnings Results www.americanbankingnews.com - August 9 at 8:54 PM
	Envestnet, Inc. breached its 50 day moving average in a Bearish Manner : ENV-US : August 9, 2017 finance.yahoo.com - August 9 at 6:29 PM
	Edited Transcript of ENV earnings conference call or presentation 8-Aug-17 9:00pm GMT finance.yahoo.com - August 9 at 6:28 PM
	Improving Future Prospects Please Envestnet Shareholders www.fool.com - August 9 at 12:55 PM
	Envestnet (ENV) Q2 2017 Results - Earnings Call Transcript seekingalpha.com - August 9 at 4:06 AM
	Envestnet reports 2Q loss finance.yahoo.com - August 8 at 11:05 PM
	Investor Network: Envestnet, Inc. to Host Earnings Call finance.yahoo.com - August 8 at 6:05 PM
	Envestnet Reports Second Quarter 2017 Financial Results finance.yahoo.com - August 8 at 6:05 PM
	Envestnet, Inc (ENV) Releases Q3 Earnings Guidance www.americanbankingnews.com - August 8 at 5:58 PM
	Zacks: Analysts Anticipate Envestnet, Inc (NYSE:ENV) Will Announce Quarterly Sales of $164.26 Million www.americanbankingnews.com - August 8 at 7:32 AM
	Advicent launches a new partnership with Envestnet globenewswire.com - August 7 at 11:36 PM
	Brokerages Expect Envestnet, Inc (NYSE:ENV) to Post $0.18 Earnings Per Share www.americanbankingnews.com - August 6 at 8:20 PM
	Envestnet, Inc (ENV) Downgraded by BidaskClub to "Hold" www.americanbankingnews.com - August 6 at 11:20 AM
	Form 4 ENVESTNET, INC. For: Aug 02 www.streetinsider.com - August 5 at 10:32 PM
	Gayle A. Crowell Sells 746 Shares of Envestnet, Inc (ENV) Stock www.americanbankingnews.com - August 2 at 9:22 PM
	Anil Arora Sells 8,980 Shares of Envestnet, Inc (ENV) Stock www.americanbankingnews.com - July 26 at 8:00 PM
	WisdomTree Model Portfolios Now Available Through Envestnet Wealth Management Platform www.nasdaq.com - July 25 at 6:33 PM
	Envestnet to Announce Second Quarter 2017 Results on August 8, 2017 finance.yahoo.com - July 25 at 6:32 PM
	BRIEF-Envestnet Inc says units entered into second amended and restated credit agreement - SEC filing www.reuters.com - July 24 at 7:21 PM
	First Citizens Wealth Management Selects Envestnet for Integrated Intelligent Platform www.nasdaq.com - July 20 at 3:43 PM
	$164.26 Million in Sales Expected for Envestnet, Inc (NYSE:ENV) This Quarter www.americanbankingnews.com - July 19 at 1:10 PM
	Envestnet, Inc (NYSE:ENV) Given Average Recommendation of "Buy" by Brokerages www.americanbankingnews.com - July 18 at 2:43 PM
	$0.18 EPS Expected for Envestnet, Inc (ENV) This Quarter www.americanbankingnews.com - July 17 at 4:25 PM
	Envestnet's (ENV) Buy Rating Reiterated at Jefferies Group LLC www.americanbankingnews.com - July 15 at 4:52 PM
	Form 8-K ENVESTNET, INC. For: Jul 13 www.streetinsider.com - July 14 at 9:14 PM
	Envestnet, Inc (ENV) Upgraded to "Buy" at Zacks Investment Research www.americanbankingnews.com - July 12 at 12:04 AM
	Envestnet, Inc (NYSE:ENV) Research Coverage Started at DA Davidson www.americanbankingnews.com - July 9 at 9:25 AM
	Envestnet, Inc (NYSE:ENV) CFO Sells $294,000.00 in Stock www.americanbankingnews.com - June 30 at 7:28 PM
	Scott D. Grinis Sells 15,000 Shares of Envestnet, Inc (ENV) Stock www.americanbankingnews.com - June 30 at 7:15 PM
	Envestnet's (ENV) Buy Rating Reaffirmed at William Blair www.americanbankingnews.com - June 28 at 11:40 PM
	Envestnet Rising: 4 New Data Points Support Bullish View finance.yahoo.com - June 28 at 6:00 PM
	Envestnet \| Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application www.prnewswire.com - June 27 at 5:17 PM
	$164.23 Million in Sales Expected for Envestnet, Inc (ENV) This Quarter www.americanbankingnews.com - June 23 at 3:55 PM
	Envestnet \| Retirement Solutions Surpasses $25B in Assets Supported Through ... www.prnewswire.com - June 22 at 10:05 AM
	Envestnet \| Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service finance.yahoo.com - June 22 at 10:05 AM
	Envestnet, Inc (ENV) Expected to Announce Earnings of $0.18 Per Share www.americanbankingnews.com - June 21 at 12:06 PM
	Envestnet, Inc (ENV) Receives Average Rating of "Hold" from Brokerages www.americanbankingnews.com - June 21 at 12:20 AM
	Contrasting Open Text Corporation (OTEX) and Envestnet (ENV) www.americanbankingnews.com - June 19 at 12:48 PM